Show notes:
TMSpotlight:
3.31.25 It’s As Easy As “1, 2, 3, 4” Tariffs, Cars, Gold, Oil
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Give us more patience than we’ve ever had
Make it all better when it’s trending sad
Tell him that he’s special even when we know Jay’s not.
Chairman Jay Powell needs love. How does he do his job with bullets flying in all directions. Europe’s falling. Tariffs are rising. Wait, Europe is rising and tariff are falling. No, that’s China falling and tariffs rising. Just a minute, cars are falling and tariffs are targeted. Can Gold to $4000 with Oil falling to $60?
Bonds love Jay so much they’ll lower interest rates.
There’s only ONE Jay (one) TWO tell (two) Those THREE words (three) And that’s what I’ll do… (four) (I love you) I love you
(I love you) I love you
These views are mine. Catch the love for Jay at TMSpotlight.com.
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Song: 1, 2, 3, 4 (2009)
HousingWire interview with Diego Sanchez and David Lykken
The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlight, a macroeconomic perspective on the economy with a music parody. That leads to Matt Graham of MBS Live providing you a rate & market update, followed by David Kittle, Chief Executive Officer @ Cypress Mortgage Capital, to discuss mortgage originations. Then we have Alice Alvey of Union Home providing a regulatory & legislative update, then Allen Pollack giving us a Tech Report on the latest technology impacting our industry. Finally, we wrap up the first half of the program with Marc Helm, Senior Executive Partner @ Transformational Mortgage Solutions, talking about Loan Servicing and the “Agencies”.